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How to Assign Shifts in your Scheduler

Build your company's workweek schedule by adding shifts in Indigo's Attendance Scheduler

Written by Marie Claire Saliba

Table of Contents

Introduction

In 👉 this article you could explore shift presets, and learn how to create them. Now you are ready to use them in your rosters. Keep reading to learn how to use them in the Indigo Scheduler.
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Assigning Shifts in the Scheduler

  1. Go to Attendance > Main > Scheduler.

  2. Click on an empty cell and type the name of a shift preset. Or;

    • Click on the three-dot menu, Insert, and select a shift from the dropdown.

    • Use the arrow keys (↑, ↓, →, and ←) on your keyboard to navigate the Scheduler. You can then type in the shift's name and press Enter to confirm its placement.

  3. Click on the shift to confirm its selection.

    • Regular days off such as weekends may be left without a shift preset.
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When you have finished building your schedule for the week, you can print the schedule or export it to a PDF or Excel file.

Note: you are adding shifts for one particular day or week only. Weekly schedules that you build will not repeat in the following weeks.

To allocate shifts which repeat indefinitely throughout the year, create a shift pattern.

You can also assign the same shift to multiple cells at once. Select multiple cells, such as across several days and/or several employees, and insert a shift via the three-dot menu from any one of the selected cells.

🧠 Tips

  • Use Scheduler Publishing to notify employees when shifts are assigned or updated. You can prepare rosters in advance and publish them when ready, sending notifications via email. Employees can view their shifts in the Mobile app (My Schedule) and in the Scheduler widget in the Employee Portal.
    Learn how to enable the feature 👉 here
    Learn how to use it 👉 here

  • If employees are not entitled to overtime (Overtime checkbox unticked in the employee profile), restrict OT shift presets to eligible employee groups. Just edit the OT shift preset and use the Shift accessibility section to select eligible occupations, cost centres etc. This ensures the OT shift preset will be available for selection in the Scheduler only for the right employees helping prevent payroll errors later on. More on Shift Presets 👉 here.

Additionally, you can:

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